Unable to update interaction global changes

Interactions found on the Constituents Documentation and Interactions tab can be added through import or global change, however once they are on a constituent, if you wish to change them, you will need to use the Import process to make updates to these items.

Article
Number:79811

Products:

Blackbaud_CRM

Start by creating a query of the Interactions you'd like to change:

1. Go to Information Library, Add a new Ad-hoc Query2. Select a Constituent Query type3. In the Include records where: section add whatever filters will select the correct interactions to update4. In the Results Fields to display section select these fields:NameLookup IDConstituent RecordInteractions\Interaction Lookup IDInteractions\System Record IDInteractions\Actual DateInteractions\Expected DateInteractions\StatusInteractions\SummaryInteractions\Contact MethodInteractions\CategoryInteractions\Subcategory5. Select the Preview results tab and make sure you have the right records6. Save this Query and Click the Export to CSV button7. Open the Resulting CSV file and update the Interactions as needed8. Save that CSV for later.9. In CRM go to Revenue, Batch Entry10. Select Batch Templates11. Add a new Template for Interactions12. Include all of the corresponding fields from above13. Save this template14. Go to Administration, Import15. Add a new import process and from the Interactions folder select your template16. Give this process a name and in the file field browse to your CSV file with updated information17. Select the Map fields tab and match all of the fields together from your CSV file and the template18. Select the Set options tab, then the Other sub-tab19. In the section for search list fields choose Quick Find20. Save this Import Process21. Select the process you saved and click the start process button.22. This will create a batch that you can commit after reviewing in Batch Entry

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